Pacific Capital Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Buy	46,922 +2,961	+7%	+$71.6K	0.17%	40
2026 Q1	$1.07M	Hold	43,961	–	–	0.18%	36
2025 Q4	$1.07M	Buy	43,961 +329	+0.8%	+$8.02K	0.18%	37
2025 Q3	$1.06M	Buy	43,632 +10,363	+31%	+$252K	0.18%	36
2025 Q2	$807K	Buy	33,269 +5,398	+19%	+$131K	0.15%	43
2025 Q1	$678K	Buy	27,871 +2,605	+10%	+$63.1K	0.12%	48
2024 Q4	$608K	Buy	+25,266	New	+$612K	0.1%	47
2023 Q2	–	Sell	-25,780	Closed	-$629K	–	81
2023 Q1	$629K	Hold	25,780	–	–	0.16%	53
2022 Q4	$622K	Sell	25,780 -18,862	-42%	-$455K	0.16%	59
2022 Q3	$1.08M	Sell	44,642 -38,454	-46%	-$940K	0.29%	46
2022 Q2	$2.04M	Sell	83,096 -728	-0.9%	-$17.9K	0.57%	36
2022 Q1	$2.08M	Sell	83,824 -4,764	-5%	-$120K	0.59%	37
2021 Q4	$2.25M	Buy	88,588 +5,578	+7%	+$142K	0.65%	37
2021 Q3	$2.13M	Buy	83,010 +8,008	+11%	+$205K	0.67%	37
2021 Q2	$1.92M	Buy	75,002 +3,302	+5%	+$84.7K	0.97%	31
2021 Q1	$1.84M	Buy	71,700 +22,216	+45%	+$570K	1.02%	30
2020 Q4	$1.27M	Hold	49,484	–	–	0.72%	36
2020 Q3	$1.27M	Hold	49,484	–	–	0.76%	34
2020 Q2	$1.28M	Hold	49,484	–	–	0.87%	31
2020 Q1	$1.28M	Buy	49,484 +4	+0%	+$102	0.97%	30
2019 Q4	$1.25M	Buy	+49,480	New	+$1.25M	0.83%	32

Other funds holding SCHO

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Pacific Capital Wealth Advisors's SCHO Position: Q2 2026 in Review

Pacific Capital Wealth Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 6.7% in Q2 2026, buying an estimated $71.6K and bringing the position to 46,922 shares worth $1.13M. The position accounts for 0.17% of the portfolio, ranked #40.

Pacific Capital Wealth Advisors first reported a position in SCHO in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.25M in Q4 2021. 156 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Pacific Capital Wealth Advisors held 46,922 shares of Schwab Short-Term US Treasury ETF worth $1.13M as of Q2 2026.
Pacific Capital Wealth Advisors bought 2,961 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $71.6K.
Schwab Short-Term US Treasury ETF made up 0.17% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Pacific Capital Wealth Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 21 quarters since.
Pacific Capital Wealth Advisors's Schwab Short-Term US Treasury ETF position peaked at $2.25M in Q4 2021.
156 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.